Self-Managed Super Funds, or SMSF, are ideal for clients who wish to take more control over their retirement funds and how it’s invested. But it is highly regulated and can be confusing to set up. At Approved, we can help you with the education and setting up of your SMSF by working together with our recommended list of administrators.
- Assist with the setting up of the fund including application for trust deeds and other required documents.
- Advice on the investment strategy
- Application for margin, commercial and residential loans if applicable
- Regular reviews to keep track of each investment
- Ongoing communication with accountants and lawyers
- Estate planning for fund members
Contact Approved today and let us help you achieve your financial goals.